Tax Optimizer

Use the Tax Optimizer page to change the default tax lot-matching method for your account. To do so, you may take the steps outlined below.

  1. Click Performance & Reports > Tax Documents.

    • Alternatively, click Menu in the top left corner > Reporting > Tax Documents

  2. In the Tax Optimizer panel, select the drop down menu to change the default Account Match Method.

  3. Press Save Changes.

Note: If you log out of Portal while the Tax Optimizer is open, you will not be able to save your changes in the Tax Optimizer.

For complete instructions on using the Tax Optimizer, see the Tax Optimizer Users Guide.